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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,192 | $103,393-77.6% | $87,103-73.4% | $152,909-84.8% |
| Participation rate | 94.7% | 79.4%+15.4pp | 76.9%+17.9pp | 82.5%+12.3pp |
| Annual return | 24.55% | 28.10%-3.6pp | 28.19%-3.6pp | 345.46%-320.9pp |
| Employer contribution / active EE | $5,024 | $3,221+56.0% | $2,521+99.2% | $4,764+5.5% |
| Participant deferral / active EE | $0 | $4,778-100.0% | $4,049-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,773 | $12,195-60.9% | $7,491-36.3% | $11,601-58.9% |